Senior Investment Associate

Talently; San Mateo (CA); On-site; USD 100,000 - 130,000; Full time

Job summary

Talently, based in San Mateo, California, is seeking a Senior Investment Associate to join their investment team. This role involves sourcing, evaluating, and executing investment opportunities across the growth equity landscape, particularly in sectors like software, cybersecurity, and fintech.

The ideal candidate will have over 4 years of experience in investment banking or private equity, demonstrating advanced financial modeling skills and a strong track record in deal execution. This position offers significant growth opportunities within a collaborative environment.

Qualifications

• 4+ years of experience in private equity, venture capital, investment banking, or top-tier management consulting.
• Strong financial modeling and valuation analysis skills.

Responsibilities

• Source and execute investment opportunities in growth equity.
• Conduct financial modeling and due diligence on investments.
• Participate in deal negotiation and closing.
• Monitor portfolio performance and contribute to operational improvements.
• Prepare and present investment recommendations.

Skills

Advanced financial modeling and valuation skills

Experience in private equity or venture capital

Strong track record in deal execution

Relationship building with industry executives

Job description

Senior Investment Associate | Growth Equity | San Mateo, California

A highly regarded, growth-oriented investment firm based in San Mateo is seeking an exceptional Senior Investment Associate to join its expanding investment team. Our client is a distinguished player in the growth equity space, dedicated to identifying and partnering with high-potential businesses across dynamic, high-growth markets.

This is a collaborative, high-performing team where senior exposure is real, deal ownership is meaningful, and the opportunity to grow with the platform is significant.

The Opportunity

This is the role for an investor who wants to go beyond execution and truly own their work — from sourcing and diligence through close and portfolio engagement. As Senior Investment Associate, you will sit at the center of the firm's investment process, partnering directly with senior leadership on growth equity opportunities across the firm's target sectors, software, cybersecurity, and fintech companies.

What You’ll Do

• Source, evaluate, and execute investment opportunities across the growth equity and private equity landscape
• Conduct in-depth financial modeling, valuation analyses, and due diligence on prospective investments
• Participate in deal structuring, negotiation, and closing in direct partnership with senior team members
• Monitor portfolio company performance and contribute to strategic initiatives driving operational improvement and value creation
• Prepare and present investment memoranda and recommendations to the investment committee
• Build and maintain relationships with industry executives, entrepreneurs, and deal sources
• Support fundraising efforts and internal business development initiatives
• Mentor and collaborate with junior team members to strengthen overall team capability

Who You Are

• 4+ years of experience in private equity, venture capital, investment banking, or top-tier management consulting
• Advanced financial modeling and valuation skills with a strong track record in deal execution and investment analysis

Preferred Background

• Sector experience in software, cybersecurity, and/or fintech companies
• Familiarity with portfolio management and value creation strategies
• Established network of industry relationships for deal sourcing and diligence
• Exposure to cross-border transactions or international investments